EXG Eaton Vance TaxManaged Global
Eaton Vance TaxManaged Global (EXG) Institutional Ownership
What the institutions did with EXG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MORGAN STANLEY | 23.5M | 34.5% |
| Invesco Ltd. | 3.9M | 5.8% |
| LPL Financial LLC | 3.9M | 5.7% |
| RAYMOND JAMES FINANCIAL INC | 2.8M | 4.1% |
| BANK OF AMERICA CORP /DE/ | 2.7M | 4.0% |
| Janney Montgomery Scott LLC | 1.8M | 2.7% |
| WELLS FARGO & COMPANY/MN | 1.5M | 2.2% |
| Advisors Asset Management, Inc. | 1.4M | 2.1% |
| ROYAL BANK OF CANADA | 1.3M | 1.9% |
| Allspring Global Investments Holdings, LLC | 1.3M | 1.9% |
| STIFEL FINANCIAL CORP | 1.2M | 1.7% |
| Karpus Management, Inc. | 1.2M | 1.7% |
| GUGGENHEIM CAPITAL LLC | 1.2M | 1.7% |
| COHEN & STEERS, INC. | 1.1M | 1.6% |
| AMERIPRISE FINANCIAL INC | 992.5K | 1.5% |
| HighTower Advisors, LLC | 864.2K | 1.3% |
| Formidable Asset Management, LLC | 834.1K | 1.2% |
| Prosperity Consulting Group, LLC | 774.5K | 1.1% |
| UBS Group AG | 709.4K | 1.0% |
| Cambridge Investment Research Advisors, Inc. | 697.3K | 1.0% |
| Snowden Capital Advisors LLC | 659.1K | 1.0% |
| OSAIC HOLDINGS, INC. | 614.2K | 0.9% |
| Rockefeller Capital Management L.P. | 610.4K | 0.9% |
| Focused Wealth Management, Inc | 600.5K | 0.9% |
| Kestra Advisory Services, LLC | 549.7K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Increased | 2.2M | 2.8M | +593.6K |
| Janney Montgomery Scott LLC | Increased | 1.4M | 1.8M | +403.3K |
| Cambridge Investment Research Advisors, Inc. | Increased | 304.9K | 697.3K | +392.5K |
| Clearstead Advisors, LLC | Reduced | 215.8K | 17.3K | -198.5K |
| Cetera Investment Advisers | Reduced | 456.0K | 263.4K | -192.6K |
| Invesco Ltd. | Increased | 3.7M | 3.9M | +185.9K |
| Allspring Global Investments Holdings, LLC | Increased | 1.2M | 1.3M | +121.1K |
| Shaker Financial Services, LLC | Reduced | 208.0K | 87.6K | -120.4K |
| WELLS FARGO & COMPANY/MN | Increased | 1.4M | 1.5M | +116.7K |
| Rockefeller Capital Management L.P. | Increased | 499.5K | 610.4K | +110.9K |
| BEARING POINT CAPITAL, LLC | Increased | 95.6K | 181.1K | +85.5K |
| GUGGENHEIM CAPITAL LLC | Reduced | 1.2M | 1.2M | -78.4K |
| MILLENNIUM MANAGEMENT LLC | Sold Out | 67.2K | 0 | -67.2K |
| Advisors Asset Management, Inc. | Increased | 1.3M | 1.4M | +65.9K |
| LPL Financial LLC | Increased | 3.8M | 3.9M | +63.0K |
| Beacon Pointe Advisors, LLC | New | 0 | 62.5K | +62.5K |
| ROYAL BANK OF CANADA | Reduced | 1.4M | 1.3M | -60.6K |
| MERCER GLOBAL ADVISORS INC /ADV | Reduced | 163.9K | 106.8K | -57.1K |
| JANE STREET GROUP, LLC | Increased | 42.6K | 99.3K | +56.7K |
| XTX Topco Ltd | New | 0 | 56.5K | +56.5K |
| OSAIC HOLDINGS, INC. | Increased | 559.1K | 614.2K | +55.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 90.6K | 37.1K | -53.5K |
| READYSTATE ASSET MANAGEMENT LP | Sold Out | 50.7K | 0 | -50.7K |
| Advisors Capital Management, LLC | New | 0 | 44.2K | +44.2K |
| J.W. COLE ADVISORS, INC. | Increased | 29.4K | 71.0K | +41.6K |
| Sound Income Strategies, LLC | Sold Out | 41.6K | 0 | -41.6K |
| Focus Partners Wealth | Increased | 80.0K | 119.9K | +40.0K |
| KMG FIDUCIARY PARTNERS, LLC | Reduced | 364.3K | 325.8K | -38.5K |
| Prosperity Consulting Group, LLC | Increased | 741.7K | 774.5K | +32.7K |
| IFC Advisors LLC | New | 0 | 32.2K | +32.2K |
| Integrity Advisory Solutions, LLC | New | 0 | 31.2K | +31.2K |
| LeClair Wealth Partners LLC | Sold Out | 30.9K | 0 | -30.9K |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | 190.8K | 160.4K | -30.4K |
| Navis Wealth Advisors, LLC | Sold Out | 30.0K | 0 | -30.0K |
| AMERIPRISE FINANCIAL INC | Increased | 962.8K | 992.5K | +29.6K |
| EVOLVE PRIVATE WEALTH, LLC | Sold Out | 29.5K | 0 | -29.5K |
| MKT Advisors LLC | Sold Out | 29.0K | 0 | -29.0K |
| Kestra Advisory Services, LLC | Reduced | 577.8K | 549.7K | -28.1K |
| Logan Stone Capital, LLC | Reduced | 48.3K | 21.0K | -27.3K |
| Z3 Capital Partners, LLC | Sold Out | 26.0K | 0 | -26.0K |
| Pathstone Holdings, LLC | Increased | 37.8K | 63.7K | +25.9K |
| COHEN & STEERS, INC. | Increased | 1.0M | 1.1M | +25.0K |
| KMT WEALTH MANAGEMENT, LLC | New | 0 | 23.1K | +23.1K |
| Marex Group plc | Sold Out | 22.2K | 0 | -22.2K |
| Silver Coast Investments LLC | New | 0 | 21.5K | +21.5K |
| MGO ONE SEVEN LLC | New | 0 | 21.3K | +21.3K |
| Ameritas Advisory Services, LLC | Increased | 64.8K | 85.6K | +20.8K |
| Western Wealth Management, LLC | Sold Out | 20.3K | 0 | -20.3K |
| Arax Advisory Partners | New | 0 | 20.1K | +20.1K |
| BANK OF AMERICA CORP /DE/ | Increased | 2.7M | 2.7M | +19.4K |
| SAM Advisors, LLC | Increased | 522.5K | 541.4K | +18.9K |
| Pointe Capital Management LLC | Reduced | 168.1K | 150.4K | -17.7K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | Reduced | 18.2K | 1.4K | -16.8K |
| Retirement Solution LLC | Sold Out | 16.1K | 0 | -16.1K |
| TWO SIGMA SECURITIES, LLC | Sold Out | 15.2K | 0 | -15.2K |
| CIBC Bancorp USA Inc. | New | 0 | 14.9K | +14.9K |
| COOPER/HAIMS ADVISORS, LLC | Sold Out | 14.7K | 0 | -14.7K |
| CITADEL ADVISORS LLC | Sold Out | 14.7K | 0 | -14.7K |
| FIFTH THIRD BANCORP | Reduced | 162.6K | 147.9K | -14.7K |
| Post Resch Tallon Group Inc. | Increased | 39.4K | 53.6K | +14.2K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.